Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.605 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49035.2 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43122.21 Kr¶
PnL: ---------------------------------------> -1753.37 Kr¶
DD now: ---------------------------------> -7.69 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 13:03:42.143502'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.250000 | 1512.920000 | 89.920000 | 6.320000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.270000 | 919.440000 | 7.440000 | 0.820000 | 912.000000 |
| Nederman Holding | 1 | -0.490000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| JM | 7 | 2.180000 | 951.300000 | 1.300000 | 0.140000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.390000 | 900.000000 | -4.000000 | -0.440000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| ASSA ABLOY B | 4 | -1.250000 | 976.400000 | -16.600000 | -1.670000 | 993.000000 |
| BioGaia B | 8 | -1.510000 | 887.200000 | -16.800000 | -1.860000 | 904.000000 |
| Biotage | 1 | -0.980000 | 131.700000 | -17.300000 | -11.610000 | 149.000000 |
| OX2 | 12 | -0.610000 | 885.600000 | -23.400000 | -2.570000 | 909.000000 |
| AcadeMedia | 20 | -1.700000 | 949.600000 | -28.400000 | -2.900000 | 978.000000 |
| Creaspac SPAC | 40 | -0.310000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Investor B | 3 | -0.480000 | 625.800000 | -32.200000 | -4.890000 | 657.999999 |
| Platzer Fastigheter Holding B | 12 | 0.790000 | 916.800000 | -34.200000 | -3.600000 | 951.000000 |
| Bufab | 3 | -1.640000 | 1041.000000 | -35.000000 | -3.250000 | 1076.000001 |
| Latour B | 4 | -1.350000 | 818.400000 | -37.600000 | -4.390000 | 856.000000 |
| Byggmax Group | 33 | -0.560000 | 929.280000 | -37.720000 | -3.900000 | 966.999990 |
| Sandvik | 4 | -1.560000 | 809.200000 | -38.800000 | -4.580000 | 848.000000 |
| Vitrolife | 3 | -3.190000 | 637.200000 | -39.800000 | -5.880000 | 677.000001 |
| Vitec Software Group B | 2 | -1.120000 | 1064.000000 | -40.000000 | -3.620000 | 1104.000000 |
| Hoist Finance | 36 | -1.100000 | 970.200000 | -40.800000 | -4.040000 | 1010.999988 |
| Alimak Group | 12 | -1.830000 | 964.800000 | -42.200000 | -4.190000 | 1007.000004 |
| Hexatronic Group | 15 | -1.240000 | 1028.400000 | -42.600000 | -3.980000 | 1071.000000 |
| Sagax B | 4 | -1.680000 | 841.200000 | -43.800000 | -4.950000 | 885.000000 |
| SKF B | 5 | -1.060000 | 934.500000 | -45.500000 | -4.640000 | 980.000000 |
| Sagax A | 4 | -0.940000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| EQT | 4 | -0.100000 | 826.800000 | -46.200000 | -5.290000 | 873.000000 |
| Catena | 2 | -0.520000 | 758.800000 | -47.200000 | -5.860000 | 806.000000 |
| Addnode Group B | 7 | -1.840000 | 856.800000 | -48.200000 | -5.330000 | 904.999998 |
| Gränges | 10 | -3.190000 | 986.500000 | -52.500000 | -5.050000 | 1039.000000 |
| INVISIO | 15 | -1.470000 | 3517.500000 | -54.500000 | -1.530000 | 3571.999995 |
| HEXPOL B | 8 | -0.540000 | 882.400000 | -74.600000 | -7.800000 | 957.000000 |
| Orrön Energy | 170 | -1.420000 | 1947.350000 | -98.650000 | -4.820000 | 2045.999980 |
| Hexagon B | 26 | -1.440000 | 3290.300000 | -129.700000 | -3.790000 | 3420.000012 |
| VEF | 788 | -0.620000 | 1757.240000 | -145.760000 | -7.660000 | 1903.000300 |
| Sedana Medical | 93 | -1.020000 | 2535.180000 | -448.400000 | -15.030000 | 2983.577733 |
| TOTAL | 43122.210000 | -1753.370000 | -7.69037% | 44875.578016 |
Updated:¶
'2023-06-22 13:03:59.711249'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
